Position in UPS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,060,310
+$274,189 QoQ
Shares Held
28,468
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#606
of 2,129 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Pallas Capital Advisors LLC holds $11,116,637 across 7 Integrated Freight & Logistics names. UPS ranks #3 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
11,602 | $3,357,966 | |
| 2 | FDX |
Fedex Corp
|
9,961 | $3,119,087 | |
| 3 | UPS |
United Parcel Service Inc
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|
28,468 | $3,060,310 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
4,835 | $730,085 | |
| 5 | LSTR |
Landstar System Inc
|
2,290 | $473,594 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,575 | $296,635 | |
| 7 | SERV |
Serve Robotics Inc. /DE/
|
12,000 | $78,960 |
All Filings in UPS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,060,310 | 28,468 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,786,121 | 28,320 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,234,784 | 32,612 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,459,018 | 17,467 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,009,816 | 19,911 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,458,577 | 13,261 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $910,568 | 7,221 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,046,682 | 7,677 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,637,646 | 19,274 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,279,800 | 28,795 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,183,104 | 26,605 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $7,018,358 | 45,027 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $7,005,807 | 39,084 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,113,225 | 36,668 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,833,722 | 33,558 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,297,542 | 32,794 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,753,113 | 31,517 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,794,950 | 31,684 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $6,539,084 | 30,508 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $5,062,197 | 27,799 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,550,383 | 21,880 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,094,667 | 18,205 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||